“There is a significant shift going on this year, much more significant than we saw last year, from web to mobile. It is most noticeable in games, social networking, music, and news, but it is happening across the board and it presents both great opportunity and great challenges.”
It would have been interesting to read what Fred has to say about what’s missing from this short piece: what are the consequences of this growth on infrastructure (networks, cloud), device form factors, and education / employment/ All three good areas of growth, imho.
Think about what this means for the Enterprise, too. What do you think? Is mobile going to remain a consumer only revolution?